A REPEATABLE LITTLE ROUTINE

Your next packet,
with less starting over.

One visit, one project update, or one month of receipts. Turn the files into a clean handoff, then give yourself a head start for next time.

01

Choose a format

Open the workspace and choose Site visit, Project handoff, Receipts & records, or Photo report. These are starting points: every title, note, and layout setting can be changed. If you already made your own format, choose it from the reusable format menu.

02

Add the files in the order you want

Drop in PDFs, JPGs, PNGs, or WebP photos. A PDF keeps its own internal page order; the up and down arrows move the entire document. Each photo becomes one page. Edit the short title beside a file to change how it appears in the index.

The page range beside each file updates as you move it. The cover and index count as pages, so page references match the finished PDF.

03

Make the introduction useful

Use the packet title to identify the project or period. The prepared-by line can be your name or business. Keep the cover note short: what happened, what is included, and what should happen next.

EXAMPLE COVER NOTE

Visit notes and photos from the October walkthrough. Please review the marked follow-up items before the next visit.

Turn the cover, index, or page numbers off when you do not need them. Letter or A4 controls covers, indexes, and photo pages. Existing PDF pages keep their own dimensions and orientation.

04

Create, preview, and keep a copy

Choose Create PDF. The workspace provides a download link and a preview. Check the page order and text before sharing. Packet Studio creates a print copy: keep signed, annotated, and interactive originals separately.

Photos are resized when needed to keep files practical. Cover and index text is rendered as an image, so it is not selectable text. Original PDF pages are embedded as PDF content.

05

Give the next visit a head start

Save a reusable format to keep your title, prepared-by line, cover note, and settings. Files are not part of a format.

Save to this device to keep the whole working packet, including its original files, in this browser. When you come back, the Continue last packet shortcut opens your most recent save. The Saved tab also lets you use only a packet’s details for a new batch of files.

Bookmark the workspace in the browser you use for these tasks. Saved packets do not synchronize across devices and can disappear if site data is cleared. Keep a separate backup of important documents.

A few useful answers

A file will not open. What should I try?

Use a PDF, JPG, PNG, or WebP file, up to 20 MB each. Unlock password-protected PDFs first. If an interactive form cannot be flattened, print it to a new PDF in its original application, check that copy, and add it here.

Can I use Word, HEIC, or spreadsheet files?

This version accepts PDF, JPG, PNG, and WebP. Export a Word or spreadsheet document to PDF first. Export HEIC photos as JPEG or PNG using your device’s photo application.

Why did my saved packet disappear?

Saved packets belong to one browser profile on one device. Private browsing, storage limits, browser cleanup, or clearing site data can remove them. Check the browser and profile you used originally. A downloaded PDF or separate backup is the durable copy you control.

The download did not start.

After generation, select the Download your PDF link. Check your browser’s downloads panel or settings. The preview can confirm the PDF was generated; it cannot confirm the file was saved on your device.

Does saving a format save my files too?

No. A format saves text and layout settings only. Choose Save to this device if you also want this browser to keep the original files.

Is there a practical size limit?

Up to 50 files, 20 MB per file, and 100 MB per packet. Large or complex PDFs still depend on your device’s available memory. Try smaller batches if the browser struggles.

Make a packet ↗